I am very passionate about guiding individuals toward their ultimate life and financial goals in a very comprehensive and thorough manner while utilizing a 4 step process (Discover, Diagnose, Design & Deliver).
Being a CERTIFIED FINANCIAL PLANNER™ professional and CPA at Raymond James, my process is simply different than the rest. My team and I have helped individuals, divorcees, and businesses, locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance and life goal planning. I am focused with the highest standards in helping you achieve your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. My guidance is tailored to support your current lifestyle, life after separation, business objectives, retirement income needs, tax effectiveness and legacy goals, while making you feel comfortable at every step. My passion is fueled by knowing I make a positive difference in the lives of the families and organizations I serve. Raymond James & Associates, Inc., member New York stock exchange/SIPC.
I was born and raised in North Miami Beach, FL. I attended the Scheck Hillel Jewish Community Day School (class of 02’) and went on to graduate from the W.P. Carey School of Business at Arizona State University in Tempe, Arizona in 2006. I earned a Masters in Accounting and joined the accounting firm of Gerstle, Rosen, & Goldenberg, P.A. as a tax CPA, senior auditor, and forensic accounting for Not-for-profits, LLCs, S-Corps, and individuals while working there for 8 years. I joined Raymond James & Associates in 2014 where I became a CERTIFIED FINANCIAL PLANNER™ professional where I help clients in various financial, tax, and investment planning matters.
I enjoy Miami’s arts and musical scene and serve on several Foundation committees including Chapman Partnership Shelter, LittleLight House Foundation, Friends of the Israeli Defense Force (FIFD), North Dade Federation and more. Recently in 2017, I joined the Kesher Board of Directors at the Hillel Community Day School. Kesher is a not-for-profit Jewish day school which offers special education in secular and Judaic studies for students in grades first through 12th who are diagnosed with learning disabilities and who may have dyslexia, attention deficit disorder, hyperactivity, developmental delays or other factors that affect the way they learn. Professionally, I am an active member of the Young Florida CPA & America Institute of CPA network where I lecture twice a year to various CPA groups and schools throughout South Florida.
I enjoy playing tennis, golf, horseback riding, spending time at the beach with friends, and reading American Presidential and WWII history literature.
Contact Mr. Niefeld at:
18851 NE 29th Ave. Suite #407
Aventura, FL 33180
2255 Glades Rd
Boca Raton, FL 33431